Unclaimed
Taylor Anderson is a financial advisor with Thrivent Investment Management Inc. Taylor has been in the industry for 20 years. Taylor is registered with FINRA and the state of Florida, and holds the Series 7, 66, and 24 licenses. Taylor has experience working with individuals, high-net-worth individuals, corporations, and churches. Taylor provides financial planning and portfolio management services. Taylor is dedicated to providing personalized financial advice to help clients achieve their goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
12/03/2021 - Present
Thrivent Investment Management Inc. (Fort Lauderdale FL)
CA
08/12/2020 - 11/10/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Los Angeles CA)
CA
07/28/2008 - 08/17/2020
WADDELL & REED (SHERMAN OAKS CA)
AZ
08/18/2003 - 07/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
08/18/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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